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Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
1251
Jackson Creek Investment Advisors
Colorado
$386K +$384K +7,720 New
FI
1252
Financial Insights
Washington
$385K -$591K -11,880 -61%
ARG
1253
Advisory Resource Group
Oklahoma
$384K -$3.98K -80 -1%
JC
1254
Jacobs & Co
California
$384K – – –
BFA
1255
Bragg Financial Advisors
North Carolina
$383K -$17.9K -360 -4%
HW
1256
Hamilton Wealth
California
$382K -$29.9K -600 -7%
BCM
1257
BTC Capital Management
Iowa
$382K -$2.49K -50 -0.7%
CW
1258
CreativeOne Wealth
Kansas
$380K -$4.98K -100 -1%
BFM
1259
Boston Financial Management
Massachusetts
$380K – – –
HC
1260
Henshaw Capital
Massachusetts
$379K -$62.2K -1,250 -14%
PO
1261
Private Ocean
California
$379K – – –
KC
1262
Knuff & Co
California
$378K -$9.95K -200 -3%
GWS
1263
Glassman Wealth Services
Virginia
$377K +$20.4K +410 +6%
NB
1264
NBT Bank
New York
$376K +$12.4K +250 +3%
CFFP
1265
Center for Financial Planning
Michigan
$376K +$55.7K +1,120 +18%
LA
1266
LVW Advisors
New York
$373K +$112K +2,250 +43%
HMS
1267
Hanseatic Management Services
New Mexico
$371K -$1M -20,190 -73%
TCOT
1268
Trust Company of Toledo
Ohio
$371K -$9.95K -200 -3%
GLAM
1269
Gardner Lewis Asset Management
Pennsylvania
$366K – – –
BL
1270
Balentine LLC
Georgia
$366K +$54.7K +1,100 +18%
WA
1271
Wealth Architects
California
$365K +$15.4K +310 +4%
HF
1272
HRT Financial
New York
$365K +$363K +7,300 New
MYIA
1273
Mount Yale Investment Advisors
Colorado
$364K -$1.27M -25,500 -78%
PA
1274
Paragon Advisors
Texas
$364K – – –
VWA
1275
Visionary Wealth Advisors
Illinois
$364K +$87.1K +1,750 +32%
49 50
51
52 53